The SMB AI Starter Toolkit

Automate your lead follow-up

Set up an automated response that goes out within 5 minutes of any new enquiry. Tools: Make.com or Zapier + any CRM.

Create a content brief template

Write one master prompt that generates your content briefs. Feed it a topic and get a full brief in 60 seconds.

Set up an AI email drafting workflow

Use a prompt template for your most common outgoing email types: proposals, follow-ups, rejections. Cut drafting time by 70%.

Build a simple FAQ chatbot for your website

Train a basic chat widget on your top 20 customer questions. Reduces support volume and improves first-touch experience.

Automate your weekly reporting

Connect your key metrics (sales, traffic, leads) to an AI that writes a plain-English weekly summary every Monday morning.

Use AI for proposal and quote generation

Build a prompt template that turns a client intake form into a draft proposal. Review, adjust, and send in under 20 minutes.

Transcribe and summarise all your meetings

Use a transcription tool on every client or team call. Get a summary with action items in your inbox within 2 minutes of hanging up.

Build a knowledge base your team can ask questions to

Upload your SOPs, FAQs, and process docs to a RAG (retrieval) tool. Staff find answers in seconds instead of asking you.

Set up automated appointment reminders

Automate SMS and email reminders for all booked calls and appointments. Reduces no-shows by 40 to 60% for most businesses.

Repurpose every long-form piece into 5 short ones

After every blog post, video, or podcast, run it through a repurposing prompt. Get captions, tweets, email snippets, and a short-form script automatically.